Financial Horizons Overview
Financial Horizons General Information
Description
Provider of insurance and financial services intended to support independent financial advisor to Canadian customers. The company offers insurance, investments, group benefits and succession planning to respond quickly to advisor's inquiries and needs in the financial service industry throughout Canada.
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Financial Horizons Valuation & Funding
| Deal Type |
Date |
Amount |
Valuation/
EBITDA |
Post-Val |
Status |
Debt |
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Financial Horizons Executive Team (8)
| Name |
Title |
Board Seat |
Contact Info |
| Nick Pszeniczny |
President & Chief Executive Officer |
|
|
| Marc Lantaigne |
Chief Financial Officer |
|
|
| David Stewart |
Executive Vice President & Chief Operating Officer |
|
|
| Steve Doede |
Chief Administrative Officer |
|
|
| John Hamilton |
Founder |
|
|
1 Former Executive
Financial Horizons Board Members (3)
Financial Horizons Former Investors
| Investor Name |
Investor Type |
Holding |
Investor Since |
Participating Rounds |
Contact Info |
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Financial Horizons
Investments
&
Acquisitions (14)
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| Company Name |
Deal Date |
Deal Type |
Deal Size |
Industry |
Lead Partner |
| 0000 0000000 00000 |
01-Feb-2018 |
000000000000000000 |
|
Other Financial Services |
0000 00000000 |
| 0000000000 |
01-Mar-2017 |
0000 00000 |
00000 |
Life and Health Insurance |
|
| 000000 000000000 |
01-Feb-2017 |
000000000000000000 |
|
Consulting Services (B2B) |
0000 00000000 |
| 000000 000000000 0 |
01-Jan-2016 |
000000000000000000 |
|
Other Insurance |
0000 00000000 |
| Excel Private Wealth |
19-Jun-2015 |
Merger/Acquisition |
|
Asset Management |
0000 00000000 |
Financial Horizons Subsidiaries (3)
| Company Name |
Industry |
Location |
Founded |
| Belec & Company |
Insurance Brokers |
Edmonton, Canada |
1999 |
| 000000 000000000 0 |
Other Insurance |
Sainte-Thérèse, Canada |
0000 |
| 00000 0000000 0000 |
Asset Management |
Sherbrooke, Canada |
|